You can use filters to find a list of contacts that match specific criteria. Click the Contact Filters button on the Manage Contacts page to get started

Steps

1. Select My Apps in the top menu

2. Select Contacts

3. On the Manage Contacts page, select Filter Contacts

   

4. The Filters Overlay appears. It has expandable and collapsible sections. Click each section to expand it. By default, the Projects filter is expanded

   

5. The Filters Overlay remembers your previous settings so to start filtering afresh, press the Reset button at the top of the Filters Overlay

6. Once you have selected the filters you want to use, press the Apply button

Types of filter

• If you use classic Contact Forms, press the Contact Category fields section to see a list of the fields used on your Contact Forms. You can then filter the contacts according fields used on your Contact Forms

• If you use Custom Forms for Contacts instead of classic Contact Forms, press the Contact form fields section to see a list of the fields used on your Custom Forms for Contacts

• Date Activity happened, Date Update posted, Date Update edited: these filters allow you to filter by Progress Tracker but within the constraints of stories which fall within the range you set for when the story happened, was posted or was edited